A complete list of active advisors currently associated with Crane Capital Management LLC

Warmer can help you find a great advisor at Crane Capital Management LLC or one who fits your needs even better.

Crane Capital Management provides bundled investment advisory, financial planning, and portfolio management services to individuals, corporations, and non-profit organizations, creating an Investment Policy Statement for each client and managing about $43.2 million on a discretionary basis. The firm tailors recommendations to clients’ financial situations and combines these services under a single fee arrangement. The firm emphasizes long-term, balanced portfolios across multiple asset classes, using third-party fundamental and technical research and generally holding securities for extended horizons while permitting short-term trades when appropriate. It typically operates with discretionary authority, monitors accounts continuously, and conducts at least quarterly reviews tied to each client’s IPS. Notably, the brochure states the firm could work with a broad set of institutional clientele uncommon for a small adviser — including sovereign wealth funds, banking or thrift institutions, state or municipal governments, insurance companies, and other investment adviser or foreign fund clients. The firm also discloses the potential use of derivatives (e.g., occasional covered option positions) in client accounts, does not accept soft dollars, and currently uses a single designated reviewer for account oversight.

To learn more about the advisors currently working at Crane Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.